GM Advisory Group’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Sell |
2,013
-104
| -5% | -$16.4K | 0.02% | 233 |
|
|
2025
Q1 | $320K | Sell |
2,117
-749
| -26% | -$113K | 0.02% | 211 |
|
|
2024
Q4 | $471K | Buy |
2,866
+1,658
| +137% | +$272K | 0.03% | 173 |
|
|
2024
Q3 | $202K | Buy |
+1,208
| New | +$202K | 0.01% | 242 |
|
|
2023
Q1 | – | Sell |
-2,932
| Closed | -$407K | – | 189 |
|
|
2022
Q4 | $407K | Hold |
2,932
| – | – | 0.04% | 127 |
|
|
2022
Q3 | $378K | Hold |
2,932
| – | – | 0.05% | 130 |
|
|
2022
Q2 | $399K | Hold |
2,932
| – | – | 0.06% | 125 |
|
|
2022
Q1 | $473K | Buy |
+2,932
| New | +$473K | 0.06% | 127 |
|